We focus on a macro economic viewpoint rather than trying to pick the next up and coming stock. This allows us to serve you with a long term tailored strategy that suits your needs.
Asset allocation is the most important determinant of returns, accounting for more than 90% of performance, according to experts. In fact, the wealthiest and wisest man in history had this to say about investing, in the book of Ecclesiastes 11:2.
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
This strategy combined with tactical rebalancing keeps transaction costs low and optimizes returns for your overall portfolio.
Every investor should have access to private wealth management strategies; we provide that.
Our founder, Jestin Davis, is a Chartered Economist® (ChE) as well as an Accredited Financial Analyst® (AFA), certified through the Global Academy of Finance & Management®. He has been a licensed financial advisor since 2010, serving as advisor to individuals, families, and business owners. Jestin has been featured multiple times in local media outlets as an expert regarding Department of Labor Regulations affecting corporate retirement plans.
A proven business leader, he was able to start and grow a digital marketing company that focused on the financial services industry. The growth of that company led to co-founding a private equity firm that focused on communication center business and commercial real estate, specifically in HUB Zone and Opportunity Zone locations.
In managing his own investments, Jestin began to notice the lack of alternative investment options offered by traditional financial firms as well as the lack of systemic risk management from most investment banks. Thus began the journey to find the best investment options with the least amount of downside risk, in order to build and protect his family’s legacy. At the request of family, friends, and business associates, he began to share these strategies and Macro Sky was born.
We utilize private wealth management strategies that allow you to plan, protect, and direct your financial legacy.
This journey starts with a conversation, let us help you get started today, simply click here!